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Allied Wealth Partners

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Best Place to Begin a Real Advisory Practice - Recensione dipendente - Financial Advisor presso Allied Wealth Partners

4,0
1 dic 2017
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

-Senior Advisors know their stuff and are willing to help you build your practice -Your practice is your own practice; you can build it however you wish with the clients you want and the business model that works for you -Ongoing training to help you keep up to date with markets, regulations, laws, and products. -Good comp compared to other companies -Plenty of room for growth -Entrepreneurial role

Svantaggi

No sugar coating here; the job and industry itself is very, very difficult to start. Don't expect to ride a rocket ship to the top. This isn't really AWP itself but more the entire financial advising world. Then again, building a business from scratch is never easy. They have a lot of marketing materials to use but in my honest opinion, they are a little outdated. The firm also is a little behind on overall marketing strategies, but compliance makes it difficult to begin with (thanks FINRA). Learning how to sell products and your services is good, but there is no follow through in the training process on how to handle the steps afterwards. It's more of a "trial and error". This often delays pieces of business from getting done sooner. Also, potentially makes the advisor look foolish in front of the client.

Esplora altre recensioni su Allied Wealth Partners

5,0
27 ott 2021
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Management and HR are wonderful. Great place to work

Svantaggi

No cons, great place to work

2,0
16 feb 2018
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Choice of products to sell to your clients including access to insurance providers and mutual funds.

Svantaggi

Company is an insurance brokerage firm and not a wealth management firm. Support staff is meager and advisors have to pay for everything including computer, office supplies, platform fees, and office support. Company does not really care about its clients rather it really cares about top line revenues. Payout percentage is substandard.

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